Insight Wealth Strategies, LLC
CIK 0001749914 · SAN RAMON, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.02B
2026 Q2
Positions
183
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PAAA
PGIM ETF TR
3.3%
SPMO
INVESCO EXCH TRADED FD TR II
3.3%
DYNF
BLACKROCK ETF TRUST
3.2%
VCLT
VANGUARD SCOTTSDALE FDS
3.1%
VLUE
ISHARES TR
2.9%
CVX
CHEVRON CORPORATION
2.8%
FLTR
VANECK ETF TRUST
2.8%
TFLR
T ROWE PRICE EXCHANGE-TRADED
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.